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Fundraising Strategy
A strategy for deciding where future fundraising income will come from and how your charity will generate it. It helps you set priorities, donor segments, activities, tactics, responsibilities, measures and risks in one practical roadmap.
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When to use
When you are planning future fundraising activity, setting revenue targets or deciding where to focus fundraising effort and investment.
Before you start
Review past fundraising performance, current budgets, income targets, donor segments, fundraising products, campaign history and team capacity. Align with marketing where activity overlaps, especially around audience conversion, supporter journeys and campaign promotion.
What to do next
Use your finished Fundraising Strategy doc to guide fundraising investment, resource allocation, team responsibilities and quarterly reviews. Then create your Fundraising Plan on a Page so board members, staff or volunteers have a clear summary.
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